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1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-06-10 |
Branch Locations
North Bend, WA • United States
1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsic | Edmonds | WA | 05/2002 | 09/2020 |
| Scs Systems | Eastsound | WA | 04/1997 | Present |
| Peak Brokerage Services, Llc | Jupiter | FL | 01/2021 | Present |
| Blackridge Asset Management, Llc | Jupiter | FL | 06/2021 | Present |
1) Business Entity: Blackridge Asset Management; Business Activity: Investment Advisory; Address: Northbend, WA; Duties of Position: Investing; Title: Investment Advisor; Start Date: 1998; Approx. # of hours per month spent on activity: 16; Approx. # of hours spent during trading hours: 4 2) Business Entity: Shannon Loughery; Business Activity: FIA, LTC, Life; Address: Northbend, WA; Duties of Position: Sell Insurance; Title: Agent; Start Date: 1995; Approx. # of hours per month on activity: 12; Approx. # of hours spent during trading hours: 3 3) DBA - Shannon Asset Management - Financial Planning, investing 4) Business Entity: Pampered Chef; Business Entity: Pampered Chef; Address: North Bend, WA; Duties of Position: Host online party; Title: Host/rep; Start Date: 2/14; Approx. # of hours per month spent on activity: less than 1; Approx. # of hours spent during trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-04 |
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